Experience Feature Rich exeyCRM
Track and know where are you spending with smart expense manager. Know your expense project wise, or customer wise – if it is payable or not payable. Set Recurring expense to avoid data entry and save precious time.
Send proposal to get clients on board immediately. Create and send Estimate to get it approved. Create beautiful looking Invoice and send it directly to your clients at one click. Track your Proposal, Estimate and Invoice at one place to know which is overdue and which is converted.
All your projects details on one place. Make sure your team is on the same page with your goal. Assign task to team members and view their progress. Set your billing type from Fixed rate to hourly rate and view your time sheet at one go.
Provide world class support to your customer with easy to use and easy to maintain Support System. Assign team members and see their previous replies to avoid probable confusion.
From your Income management to Project Management, From your contract to Lead management and from your files to surveys – Everything is on cloud and that means your data available whenever you want, wherever you want.
Direct Import your leads or add source of your leads to better understanding your campaign. Prioritize your customers to serve them better. work closely on leads with “list view” and “Kan ban” view to understand your lead status.
Add on features
In addition to the features mentioned, exeyCRM helps you to grow your business with other add-on features.
- Task Management
- Online Documents
- Time Tracking
- Client Portal
- Goal Tracking
- Kan – ban and List views
- Contract Management
- Online Payment Gateways
- Right based employee access
- Calendar Tracking
- Manual and Automatic Back up
- Export to PDF, Excel